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Shell
SHEL

Overview Fund Activity

1,357 hedge funds and large institutions have $24.6B invested in Shell in 2024 Q4 according to their latest regulatory filings, with 146 funds opening new positions, 424 increasing their positions, 532 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,357
Holders Change
+19
Holders Change %
+1.42%
% of All Funds
18.06%
Holding in Top 10
21
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.7%
% of All Funds
0.28%
New
146
Increased
424
Reduced
532
Closed
103
Calls
$891M
Puts
$371M
Net Calls
+$521M
Net Calls Change
+$35.3M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.32B
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$141M
3
Voloridge Investment Management
Voloridge Investment Management
Florida
+$137M
4
UBS Group
UBS Group
Switzerland
+$127M
5
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$101M

Top Sellers

1
ECG
Edge Capital Group
Georgia
-$114B
2
Point72 Asset Management
Point72 Asset Management
Connecticut
-$319M
3
WGI
Westwood Global Investments
Massachusetts
-$199M
4
OAG
Orbis Allan Gray
Bermuda
-$198M
5
Holocene Advisors
Holocene Advisors
New York
-$140M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIA
1251
Cape Investment Advisory
Georgia
$20K +$13.8K +220 +220%
SL
1252
Salomon & Ludwin
Virginia
$20K – – –
MMCM
1253
Murphy & Mullick Capital Management
New York
$20K +$20K +319 New
PSFG
1254
Park Square Financial Group
Georgia
$19.7K +$19.7K +315 New
RFS
1255
Richardson Financial Services
Massachusetts
$19.4K +$19.4K +314 New
HWM
1256
HighMark Wealth Management
Minnesota
$19.2K +$250 +4 +1%
CA
1257
Centerpoint Advisors
Massachusetts
$19K – – –
UIA
1258
Ulland Investment Advisors
Minnesota
$19K – – –
CPBTD
1259
Central Pacific Bank - Trust Division
Hawaii
$18.9K – – –
GGI
1260
Godsey & Gibb Inc
Virginia
$18.8K -$8.65K -138 -32%
HC
1261
Hoese & Co
Minnesota
$18.8K – – –
SC
1262
Stephens Consulting
Michigan
$18.8K – – –
SIM
1263
Synergy Investment Management
Florida
$18.8K +$18.8K +300 New
GTAM
1264
Global Trust Asset Management
Florida
$17.9K +$8.46K +135 +90%
MTIC
1265
Missouri Trust & Investment Company
Missouri
$17.9K +$17.9K +285 New
NRG
1266
Nemes Rush Group
Michigan
$17.5K +$8.15K +130 +87%
AFG
1267
Albion Financial Group
Utah
$17.4K +$17.4K +278 New
FWM
1268
FLP Wealth Management
Arkansas
$17K +$17K +272 New
FUBT
1269
First United Bank & Trust
Maryland
$16.6K – – –
DWM
1270
Dogwood Wealth Management
Kansas
$16.3K +$188 +3 +1%
RWS
1271
Retirement Wealth Solutions
Wisconsin
$16.2K +$16.2K +250 New
AP
1272
Atwood & Palmer
Missouri
$15.5K – – –
TCM
1273
Tradewinds Capital Management
Washington
$14.6K +$11.9K +190 +442%
BTD
1274
BankPlus Trust Department
Mississippi
$14.2K +$14.2K +226 New
SWC
1275
Spectrum Wealth Counsel
Indiana
$13.9K – – –
49 50
51
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